Creating a legacy of giving is easier than you think. Before you get swept up in holiday get-togethers and end of the year parties, take some time to start creating your legacy at the organizations you care about most, like Casa Pacifica.
Here are two ideas to help you get started.
Making changes to your will or living trust will require that you set time aside to meet with your estate planning attorney. We promise the time you spend to plan for your future, and ours, will be time well spent.
Contact Carrie Hughes at (805) 366-4011 or firstname.lastname@example.org to learn more about how you can give the gift of future support and create your legacy at Casa Pacifica.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.